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Alert Someone Notification Failing
Good afternoon, I created a sheet that includes an automation to "alert someone". It is configured to send an email to two distribution lists at 8am when the date is 1 day before the date of the column "Date Arriving" in this sheet. The automation works perfectly when using my Smartsheet login's email as the one being…
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Start date for alert - send on the last Wednesday of every month
Hello, I need to send an alert out the last Wednesday of every month. This is the easy part because I use the 'repeat' and 'repeat on' selection in a custom recurrence. My question is when to start: do I start on a last Wednesday? ie. start today 4/24? Or is the start date irrelevant, because the automation knows it should…
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Automation Email Alert Issue - Grouping Notifications with Unique Subjects
Hi everyone, I've been experiencing an issue with an automation setup and was hoping to get some insights or solutions from the community. Problem When I configure automation to send an email alert to a contact after a trigger change, the system groups email notifications together even though each has a unique value in the…
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Automate Linked Cells
I have an issue that I've seen in other discussions but I have not been able to figure it out for my situation. I want to automate the process of linking cells from one smartsheet to others. I will provide as much information as possible below. - We have a master sheet, "Project Dashboard" with about 15 columns where I…
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Conditionally send reports
Problem: Sometimes my reports have no items as all the actions are closed in the underlying sheet. It is then irritating for my email recipients to receive a blank report. Ideal state: To have two options: Dont send the report if blank or send an automated email still on the recurring schedule stating a custom message…
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Copy a Notification as an sheet attachment for a specific row
I am using SmartSheet for various Change Managment approvals, notifications tracking, and auditing automations. Is there a feature or way that when an Approve / Decline automation is triggered, the notification and response tied to the row where the trigger originated from can be saved as an attachment? We would use these…
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How to send an automation to multiple contacts in another sheet?
Sheet A has a column of email addresses, the quantity of which is always unknown (could be 5 rows today, 10 rows tomorrow) and the content is not always static as people change roles (email x may be changed to email y tomorrow). Sheet B has an automation to request an update when a row is updated. How does Sheet B sent the…
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Smartsheet Expert
Hello, My name is Caylee Birkel; we have a cabinet design company in Nebraska that uses Business Smartsheet everyday and need help taking our Smartsheet needs to the next level. We don't want to upgrade our plan to anything higher than our existing plan. If you feel you can be of any assistance, we would love to hear from…
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Forward automation notifications when on vacation
Is there a way to have all automation generated notifications for user 1 be temporarily transferred to user 2 when user 1 is on vacation? We can do it by changing each automation workflow but this is not a good solution. Thank you, Neil
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How can the name of the approver auto populate into "approved by"?
We have a change order request form for our suppliers to use when requested a change in the design or scope of our projects. I have an automatic workflow to send the request for approval to our construction manager(s). When they approve (or deny) the request, the status changes to approved (or denied) .. but I cannot seem…